/WMBLX
WMBLX Stock - WesMark Balanced Fund
Financial Services|Asset ManagementNASDAQ
$13.43+0.22%
+$0.03 (+0.22%) • Dec 19
63
GoAI Score
GoAI Score
Weighted average: Momentum (25%) + Sentiment (35%) + Risk (20%) + Value (20%). ≥70 = BUY, ≤35 = SELL.HOLD
Medium Confidence
Momentum
Momentum Score
Based on price vs 50-day MA (40%), 200-day MA (40%), and MA crossover (20%). Higher = stronger uptrend.44
Sentiment
Sentiment Score
Based on analyst price target upside. 50 = neutral, 100 = very bullish (25%+ upside expected).70
Risk Score
Risk Score
Based on stock beta (volatility). Higher score = lower risk. Red (<40) = high volatility, Green (>60) = stable.87
Price Target
Price Target
Average analyst price target from the last quarter. Shows expected upside/downside from current price.+10.0%upside
Target: $14.77
AI Analysis PreviewPremium
Real-time AI-powered market analysis
Precise entry/exit price targets
Risk assessment & position sizing
Unlock GoAI Insights for WMBLX
Get institutional-grade AI analysis, real-time signals, and deep market intelligence powered by advanced machine learning.
Buy/Sell Signals
94% win rate on Alpha signals
Deep Analysis
Institutional-grade thesis
Real-Time Alerts
SMS & push notifications
Risk Scoring
Multi-factor analysis
Free 14-day trial • No credit card required
Active Trade Setup
ENTRY ZONE$13.30 – $13.56
TARGET (TP)$15.44
STOP LOSS$12.36
RISK/REWARD1:1.9
Premium members get real-time SMS alerts
Price Chart
Financial Statements
Revenue & Profitability Trend
← Swipe to see more →
Revenue
Net Income (Profit)
Net Loss
Key Metrics
Market CapN/A
P/E RatioN/A
Beta0.83
52W High$14.36
52W Low$11.91
Avg VolumeN/A
Income Statement (Fiscal Year)
| Metric | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|
| Revenue | $9.34M | $8.70M | $9.33M | $10.03M | $10.59M |
| Gross Profit | $9.34M | $8.70M | $9.33M | $10.03M | $10.59M |
| Gross Margin | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% |
| Operating Income | $8.14M | $7.46M | $8.06M | $8.82M | $9.35M |
| Net Income | $-22,103,434 | $-7,984,630 | $14.09M | $34.50M | $3.80M |
| Net Margin | -236.6% | -91.8% | 151.0% | 343.9% | 35.9% |
| EPS | $-1.94 | $-0.70 | $1.23 | $3.03 | $0.33 |
Company Overview
The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments. The Adviser first determines the percentage of the fund's portfolio to invest in equity securities, the percentage to invest in fixed-income securities and the percentage to invest in money market investments. The percentage ranges of securities in each asset class are: equity securities 30-70%; fixed-income securities 30-70%; and money market investments 0-40%.
Loading analyst ratings...
Earnings History & Surprises
WMBLXBeat Rate
0%
Last 0 quarters
Avg Surprise
+0%
EPS vs Estimate
Beats / Misses
0/0
Last 12 quarters
Latest EPS
$0.01
Q3 2023
EPS Surprise History
Q3 23
No data
Beat Estimate
Missed Estimate
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q3 2023 | Aug 31, 2023 | — | $0.01 | — | — |
Latest News
Loading news...
Frequently Asked Questions about WMBLX
What is WMBLX's current stock price?
WesMark Balanced Fund (WMBLX) is currently trading at $13.43 per share. The stock has moved +0.22% today.
What is the analyst price target for WMBLX?
No analyst price targets are currently available for this stock.
What sector is WesMark Balanced Fund in?
WesMark Balanced Fund operates in the Financial Services sector, specifically within the Asset Management industry. The company is traded on the NASDAQ exchange.
What is WMBLX's market cap?
WesMark Balanced Fund has a market capitalization of $0.10 billion, making it a small-cap company.
Does WMBLX pay dividends?
No, WesMark Balanced Fund does not currently pay a dividend to shareholders.
Similar Stocks
Financial Services SectorAABPX
American Beacon Balanced Fund
$12.66
Mkt Cap: $0.1B
CEE
The Central and Eastern Europe Fund, Inc.
$16.82
Mkt Cap: $0.1B
CHASX
Chase Growth Fund
$15.71
Mkt Cap: $0.1B
GDL
The GDL Fund
$8.41
Mkt Cap: $0.1B
MONTX
Monetta Fund
$31.41
Mkt Cap: $0.1B
NMI
Nuveen Municipal Income Fund, Inc.
$9.94
Mkt Cap: $0.1B
PGP
PIMCO Global StocksPLUS & Income Fund
$8.89
Mkt Cap: $0.1B
RBCGX
Reynolds Blue Chip Growth Fund
$66.57
Mkt Cap: $0.1B
USBNX
Pear Tree Polaris Small Cap Fund
$26.15
Mkt Cap: $0.1B
VILLX
Villere Balanced Fund
$20.29
Mkt Cap: $0.1B
Explore stocks similar to WMBLX for comparison